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MetLife, Other Insurers Face Tough Annuity Calls

MetLife, Other Insurers Face Tough Annuity Calls

Phillip Wasserman May 20, 2016 0

With the Department of Labor annuity ruling, the industry and retirees will have to wait and see what happens next. The 1,100 page ruling leaves insurance agencies like MetLife and […]

Have You Considered Income Maximization Through a SPIA?

Have You Considered Income Maximization Through a SPIA?

Phillip Wasserman May 13, 2016 0

Sometimes a retiree’s nest egg turns out being less than what they planned on being. Be it unexpected costs, projection errors or even a longer life expectancy, countless factors can […]

Rainbow Connection  (Getting the Largest Pot of Gold)

Rainbow Connection (Getting the Largest Pot of Gold)

Phillip Wasserman May 3, 2016 0

The rainbow crediting method launched towards the end of 2007. Unfortunately, the launch coincided with the tail of the previous bull market and annuity buyers selecting the rainbow method in […]

The Rainbow Strategy (Global Lookback)

The Rainbow Strategy (Global Lookback)

Phillip Wasserman April 28, 2016 0

In these times of high volatility, people are looking for ways to diversify their portfolio in order to protect their nest egg and try to capture as much of the […]

Is this the Real Super Annuity?

Is this the Real Super Annuity?

Phillip Wasserman April 12, 2016 0

This past Sunday afternoon I received a call from a very good friend of mine who runs one of the most successful annuity shops in the country. He starts explaining […]

Phillip Wasserman's Take on the Department of Labor Ruling

Phillip Wasserman’s Take on the Department of Labor Ruling

Phillip Wasserman April 11, 2016 0

Once again the insurance industry stuck its head in the sand and waited for the government came by to kick it in the rear end with the Department of Labor’s […]

Are Annuities Right for Your Plan?

Are Annuities Right for Your Plan?

Phillip Wasserman April 5, 2016 0

When it comes to personal finance and retirement planning, there is no one size fits all method to follow. Every circumstance and situation creates a need for a different approach. […]

Phillip Wasserman, Tony Bennett, Coretta King

My Night With Tony Bennett & Coretta Scott King

Phillip Wasserman April 4, 2016 0

In the late 1980s I did some marketing work for Tony – yes that’s right the Tony Bennett, one of the greatest singers in the history of the world. Tony […]

Protect Yourself from These Retirement Threats

Protect Yourself from These Retirement Threats

Phillip Wasserman March 29, 2016 0

“Aging is humanity’s greatest, most important, and most enduring discovery. The discovery and exploitation of human longevity is what has led to the globe-dominating species we have become.” — Dr. […]

Phillip Wasserman retirement planning

The Best Retirement Planning Advice Ever

Phillip Wasserman March 28, 2016 0

  My hobby is playing tournament poker. I’m lucky enough to get to play once in a while with a lot of the people you see on television. The nice […]

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Phillip Wasserman

Phillip WassermanPhillip Wasserman is a financial and retirement planning consultant that has helped thousands of retirees plan for their future. Phillip Wasserman knows how to achieve financial security for retirees and continues to be a leader in the industry. Read More

Phillip Wasserman’s Book On Amazon

Phillip Wasserman's book, Outlasting the Storm, is now on the Amazon Kindle! Phillip Wasserman - Outlasting The Storm

Recent Posts

  • MetLife, Other Insurers Face Tough Annuity Calls
  • Have You Considered Income Maximization Through a SPIA?
  • Rainbow Connection (Getting the Largest Pot of Gold)
  • The Rainbow Strategy (Global Lookback)
  • Is this the Real Super Annuity?

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